JD Merit is thrilled to once again be recognized among the Top 25 Lower Middle Market Investment Banks. We’re honored to serve so many clients by delivering market-leading outcomes.
M&A deals nationally and globally last year were the highest on record, with tech as the leading sector.
Not only do we survey our clients anonymously, but we also survey buyers of our clients’ companies.
Each of the selected senior-level executives demonstrated success and accomplishment during the last 24 months along with leadership in their organizations, while impacting change within their communities.
In our experience at JD Merit & Co., we have found that there are three foundational elements that must be in place before we can apply a strategic approach to a successful M&A process for Entrepreneurs and CEOs. When these three conditions align, we...
Given the current state of markets, the most common inquiry we hear (not surprisingly) is, “Is now still a good time to sell”? Great question. Historically, the middle market has often been insulated from the volatility of the SMB and public markets, repeatedly...
Deal Killers and How to Avoid Them You hired an investment banker and ran an effective process. You've received tons of interest, dozens of Indications of Interest near or above your expected closing price for your company, and you're feeling pretty good right now....
Defending Your Equity Value - Key Steps to Realizing Maximum Value in Your Business In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park while mired in one of the few slumps of his career. He told a pack of...
10 Ways to Make Your Business More Valuable – Part 2 In case you missed it or have landed here, please see: https://jdmerit.com/business-valuation/10-ways-to-make-your-business-more-valuable/ If you are considering selling your company at some point in the future, you...
10 Ways to Make Your Business More Valuable If you are considering selling your company in the future, you are likely wondering how much your company may be worth and what makes a business attractive to potential buyers. To help you understand those dynamics, my...
Take Share to Regain Value The problem facing many businesses and owners is how to regain revenues and earnings in 2021 after a COVID-19 affected 2020. Those that figure this out will 'take share' (market share) and create significant value. After nearly a year...
Time and time again we see M&A Axioms coming into play for business owners. We hope this list helps you ask some timely questions of your organization and your investment banker as you contemplate liquidity options. Enjoy! Time kills all dealsIf you...
What's Next PPP / EIDL will save many, not enough for some. Many are getting debt or expense holidays which will likely end before rebound is in full swing for many. Cash is King. Many will forecast too optimistically on revenue returning to levels to sustain expense...
1. Retention is the new growth. In a shrinking revenue environment, smart companies must ensure they keep their existing customers happy. Objectively, many companies do not have the time (or cash) to pursue new business which is a riskier pursuit than keeping your...
Many business owners struggle with whether to sell their business or hold on a bit longer. Their trepidation is rooted in their uncertainty over which option yields the most rewarding outcome. We often see this level of doubt creep in with business owners who have a...
It appears that patents and baseball players share similar odds of success and the same value curve. Likelihood of Success The chances of a high school baseball player making it to Major League Baseball are roughly equivalent to an inventor deriving commercial...